EVFTX Mutual Fund

NAV$12.23

AUM$5M

TER1.46%

Holdings76

See how much of EVFTX you already own

Just $25 once·$69/mo·Download sample

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EVFTX Mutual Fund

NAV$12.23

The E-Valuator Conservative / Moderate (30%-50%) RMS Fund Class R4

AUM$5M

TER1.46%

Holdings76

See how much of EVFTX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare EVFTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings EVFTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

EVFTX Mutual Fund Overlap Analysis

EVFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

EVFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, EVFTX may share significant positions with broad-market funds.

EVFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. EVFTX tax-loss harvesting finds highly correlated but non-identical funds.